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catechwilliams

@catechwilliams

Center for Advanced Sciences. Cambridge Einstein Scholar; Ph.D. Philosophy (Oxon); Ph.D. Applied Mathematics (MIT); JD/ MBA (Stanford).

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calendar_today26-06-2015 14:57:41

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catechwilliams
@catechwilliams

9 months ago

$NX Rapidly declining levered (4x) commodity biz. Q1’25 guide -12% sales, mgmt hoping for 2H’25 recovery. End-mkts deteriorating ($OC -20% Q4 guide, $JELD), customer losses, internal controls issues, integrating a large acq, 0 prior M&A experience. +30x P/E on best case 2025 #s